A list of tax codes in your accounting package that need to be setup in Autotask.

Adjustment Items

Adjustment item code

Wise-Sync will attempt to make minor adjustments where the invoices lines do not match the invoice header.

Define how Wise-Sync handles the adjustment:

The value will default to WISESYNC_ADJUSTMENT. It shouldn't need to be changed as it allows the adjustment to be easily identifiable when looking at the invoice in your accounting package.

Adjustment item sales account

Select the GL accounts to post the adjustments for sales.

Adjustment item purchase account

Select the GL accounts to post the adjustments for purchases.

Limit Adjustments Amount

The amount use as the limit to display errors where the adjustment calculated is less than or greater to the amount specified here. This is defaulted to 10.00. Keep the amount low - if you need to increase this amount, think about whether the resulting adjustments would be due to a bigger process problem. Set this setting to 0 (zero) if you wish to ignore errors

Rounding Items

Rounding item code

Wise-Sync will attempt to round invoices where lines do not match the invoice header.

Define how Wise-Sync handles the rounding:- shouldn't need to be changed. This allows the adjustment to be easily identifiable in the invoice in the accounting interface

Rounding item sales account

Select the GL accounts to post the adjustments for sales.

Rounding item purchase account

Select the GL accounts to post the adjustments for purchases.

Limit Rounding Amount

The amount use as the limit to display errors where the adjustment calculated is less than or greater to the amount specified here. This is defaulted to 10.00. Keep the amount low - if you need to increase this amount, think about whether the resulting rounding would be due to a bigger process problem. Set this setting to 0 (zero) if you wish to ignore errors

Invoice Options

Extend Product Handling Mode

Xero Only

Choose how to handle Xero's 30 character item code limit.

Select Product ID to use Autotask's unique database ID or Truncate to use the first 30 characters of the product as the item code.

Contact Email Handling

Choose how Wise-Sync handles contacts in the accounting package during Invoice Sync, if they exist.

Set Only when ProvidedWise-Sync will will not update contacts in the accounting package if no email address is provided.

Use Primary Contact when not ProvidedWise-Sync will find the Primary Contact of the Account in Autotask and set their email address in the Accounting Package if no email address is provided. If the Primary Contact does not have an email address, the sync will fail.

Use Primary Contact AlwaysWise-Sync will always set the Primary Contact's email address in the Accounting Package. If the Primary Contact does not have an email address, the sync will fail.

Choose the Contact Name to set in the Accounting Package on Invoice sync.

Select Set Only When Provided to use the Autotask Invoice Preference Attention field if available, otherwise use the name of the Primary Contact.

Enable Multiple Currency Support

Enable or Disable.

To sync Multi-Currency invoices, Autotask and your Accounting Package must have Multi-Currency enabled and both systems must contain matching currencies configured.

Invoices will be synced in the currency set in Autotask. Where there is a mismatch of currencies in both Autotask and your Accounting Package, invoice sync will fail.

To get started with Multi-Currency for Autotask, watch the video below:

A warning for Quickbooks Online users You cannot change a Customer's currency in Quickbooks Online, once it has been set.

Please ensure that before you start to sync invoices for your foreign customers, that the currency is configured in both Autotask and Quickbooks Online. Quickbooks Online will set the Customer's currency to the Home Currency set in your Advanced Account Settings. See About Multi-currency for more information.

Service Date Handling

Sync the Service Date to each line of an invoice in your Accounting Package.

Quickbooks OnlineChoose where the service date appears on the invoice line in QuickBooks Online.

Select Item Service Date to sync the service date to the Service Date field of the invoice line. Otherwise, select Item Details to append the service date to the Description of the invoice line.

XeroUnlike Quickbooks Online, Xero doesn't have a dedicated field to sync the Service Date. Select Item Details to append the service date to the Description of the invoice line.

Account Mappings

Account Mapping Level

Choose from the hierarchy of Account Mappings below. The lower in the hierarchy you choose to map, the more granular your Revenue Account Mappings will be. The level set here will also be the level Wise-Sync will fail at, should it find a discrepancy in your mappings during the sync process.

Level 1 - Default Revenue AccountRevenue will be posted to this account, if no other mappings are matched / defined.

Level 2 - Invoice Transaction TypeRevenue will be posted to any Invoice Transaction type that you map.

Level 3 - Billing CodeRevenue will be posted to any Billing Code that you map.

Level 4 - DynamicRevenue will be posted to the invoice line Billing Code's Billing/Accounting External Number, if it's configured. This level isn't mapped in Wise-Sync, rather, it will pick up the External Number configured against the Billing Code in Autotask.

Account Mapping Handling

Choose how Wise-Sync will handle your Account Mappings.

FailIf Wise-Sync cannot make a match at the level selected as the Account Mapping Level, the sync will fail and display an error reporting a mismatch.

Example: Account Mapping Level is set to Dynamic. If your invoice contains a Billing Code with a missing/unknown External Number, the sync will fail, prompting you to correct the mismatch.

FallbackIf Wise-Sync cannot match an account that has been mapped, it will be fall back to the higher Account Mapping Levels.

Example: Account Mapping Level is set to Dynamic. If your invoice contains a Billing Code with a missing/unknown External Number, fallback to an Account Level Mapping that can match. That is, in this example, Wise-Sync will fallback to find any mapped Billing Codes, followed by Invoice Transaction Type. If Wise-Sync hasn't fount a matching mapping at that point, the app will fallback to the Default Revenue Account.

Add Mapping

Choose the type of mapping you wish to create.

Invoice Transaction Type

Billing Code

Invoice Transaction Type/Billing Code

Select the Autotask Invoice Transaction Type/Billing Code to map.

Billing Code Name

If mapping a Billing Code, select the Autotask Billing Code Name to map.